You can define which order personnel receive an Automatic Email based on the following events:
•Accepts Self Haul
•Cancel Service
•Claim Alert
•Clear Service
•Decline Service
•Dispatch Status Change
•Edit Service
•Request Self Haul
•Sales Lead
Update personnel for these events through Email Options Setup.
The application generates the email message including the subject and body of the message customized to the specific orders, service, or lead. The following email example occurs when the dispatch status has changed for a service.
Figure 1: Dispatch Status Changed email
Refer to the Email Options Templates topic for a listing of available email messages.
Refer to Email Options Setup Overview and Email Options Setup for related instructions.